Franklin India Balanced Advantage Fund vs Kotak Balanced Advantage Fund compare

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Franklin India Balanced Advantage Fund- Growth

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Kotak Balanced Advantage Fund -Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Fund	Franklin India Balanced Advantage Fund- Growth	Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹2841 Cr	₹17874 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	06 Sep 2022	03 Aug 2018
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite debt 50:50 Index	NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over	160.29%	285.96%
Expense Ratio	1.97	1.66
Manager	Sandeep Manam	Harsha Upadhyaya
ISIN Code	INF090I01WN2	INF174KA1186
Exits Load	Franklin India Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Kotak Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Kotak Balanced Advantage Fund -Regular Plan - Growth Option
1 Month	-0.67%	-0.36%
6 Month	1.44%	1.9%
1 Year	2.78%	2.91%
3 Year	12.25%	11.58%
5 Year	-	10.63%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Kotak Balanced Advantage Fund -Regular Plan - Growth Option
6 Month	1.04%	1.6%
1 Year	7.61%	9.76%
3 Year	10.74%	10.56%
5 Year	-	10.56%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Kotak Balanced Advantage Fund -Regular Plan - Growth Option
1 Year	16.44%	10.94%
3 Year	12.69%	11.54%
5 Year	-	11.93%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Standard Deviation	6.46%	7.05%
Sharp	0.83%	0.68%
Beta	0.88%	0.99%
Alpha	1.29%	0.24%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Name	Sandeep Manam	Harsha Upadhyaya
Total AUM	₹74256 Cr	₹139411 Cr
Funds Managed	20	11
	Franklin India Balanced Advantage Fund- Growth	Kotak Balanced Advantage Fund -Regular Plan - Growth Option

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Others	33.24	34.42
Large Cap	50.97	48.86
Mid Cap	6.68	10.13
Small Cap	9.11	6.59

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Others	33.24	31.08
Energy	3.36	5.75
Technology	4.35	6.76
Industrials	7.45	8.09
Consumer Defensive	3.88	3.61
Financial Services	20.38	18.97
Healthcare	4.51	3.65
Basic Materials	4.46	6.3
Consumer Cyclical	8.65	8.69
Communication Services	4.94	3.04
Utilities	4.48	2.38
Real Estate	0.31	1.68